Name der Organisation

Parsonex Securities, Inc.

Erzählen Sie uns, wer Sie sind und wen Sie erreichen wollen?

We are a retirement planning firm that offfers mutual funds, variable annuities and 529 plans. We help families invest in appropriate retirement vehicles and plan for the long-term. We have inependent financial adivsors who market to clients through us.

We are doing retirement planning educational workshops for employers. Our representatives partner with the social security administration and we go to employers to talk to them about how they will provide retirement income when they retire. This is designed to be a flyer for both employers, and for their employees to attend the seminar.

The information we have on the flyer needs to stay the same (because it is a compliance approved brochure), but obviously we want it to look fantastic.

The names and contact information need to be changeable. Ideally, we could have the brochure template be uploaded to word or something very easy, and allow just that piece of information to be changed. Not sure how else we can do this....recommend.